Intimation of Earnings Call Transcript for the quarter and year ended 31st March, 2026.
SJS · price
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SJS Enterprises reported record Q4FY26 results with revenue of INR 2,601.2 million (up 29.7% Y-o-Y) and highest ever PAT of INR 488.7 million (up 44.9%). Full-year FY26 revenue stood at INR 9,550.7 million (25.6% growth), with PAT at INR 1,718 million (44.6% growth). The company achieved a 5-year CAGR of ~30% across revenue, EBITDA and PAT since FY21 pre-IPO. EBITDA margin expanded to 30.3% in Q4 with strong operational leverage. Key strategic developments include the BOE Varitronix partnership for automotive display systems (supplies expected early FY28), capacity expansion at Bangalore and the new chrome plating facility at Pune. Export revenue reached record INR 911.4 million in FY26 (60.5% Y-o-Y growth). The company declared a final dividend of 35% of face value.
SJS delivered another quarter of strong outperformance with margin expansion and robust cash generation. The company's focus on premiumization, new customer additions and capacity expansion positions it well to continue outperforming the automotive industry. The net cash position of INR 2,437 million provides flexibility for growth investments and potential acquisitions.